Isabelle Alexander
Isabelle Alexander is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Lafayette, CA, with 11 years of industry experience. Isabelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
3505 Mt. Diablo Blvd, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Isabelle is an investment advisor representative with Kestra Advisory Services and a registered representative with Kestra Investment Services, conducting these activities through Dudum Financial & Insurance Services Inc. She also owns rental real estate and is involved in insurance sales through Big Picture Wealth, LLC, dedicating a few hours per week to this.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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